XPO · XPO, Inc.
5 customers — 11% of revenue (2025)
“In our North American LTL segment, in 2025, our top five customers combined accounted for less than 11% of revenue, with the largest customer accounting for approximately 4% of revenue.”
5 customers — 8% of revenue (2025)
“Globally, in 2025, our top five customers combined accounted for approximately 8% of revenue, with the largest customer accounting for less than 3% of revenue.”
One customer — 4% of revenue (2025)
“In our North American LTL segment, in 2025, our top five customers combined accounted for less than 11% of revenue, with the largest customer accounting for approximately 4% of revenue.”
One customer — 3% of revenue (2025)
“Globally, in 2025, our top five customers combined accounted for approximately 8% of revenue, with the largest customer accounting for less than 3% of revenue.”
Price & Indicators
Raw chart and full-history price indicators begin at the captured split on Nov 1, 2022; bars on opposite sides are not compared.
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted diluted EPS non-GAAP | $1.7 | Three Months Ended June 30, 2026 | — |
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| Adjusted EBITDA non-GAAP | $434M | Three Months Ended June 30, 2026 | +27.6% |
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| Adjusted EBITDA - European Transportation Segment non-GAAP | $81M | Six Months Ended June 30, 2026 | — |
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| Adjusted EBITDA - North American Less-Than-Truckload Segment non-GAAP | $680M | Six Months Ended June 30, 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 25.6% | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA, excluding gains on real estate transactions non-GAAP | $671M | Six Months Ended June 30, 2026 | — |
| Adjusted net income non-GAAP | $201M | Three Months Ended June 30, 2026 | — |
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| Adjusted operating income non-GAAP | $21M | Three Months Ended June 30 | — |
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| Adjusted Operating Income - North American Less-Than-Truckload Segment non-GAAP | $485M | Six Months Ended June 30, 2026 | — |
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| Adjusted operating ratio - North American Less-Than-Truckload Segment non-GAAP | 81.8% | Six Months Ended June 30, 2026 | — |
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| Average age of tractor fleet (years) | 4 | Three Months Ended June 30, 2026 | — |
| Average length of haul (in miles) | 853.1 | Six Months Ended June 30, 2026 | — |
| Average weight per shipment (in pounds) | 1,313 | Six Months Ended June 30, 2026 | — |
| Gross revenue per hundredweight (excluding fuel surcharges) | $25.91 | Six Months Ended June 30, 2026 | — |
| Gross revenue per hundredweight (including fuel surcharges) | $32 | Six Months Ended June 30, 2026 | — |
| Number of employees | 38,000 | Q2 2026 | — |
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| Number of locations | 586 | Q2 2026 | — |
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| Number of working days | 126 | Six Months Ended June 30, 2026 | — |
| Pounds per day | 67M | Six Months Ended June 30, 2026 | — |
| Revenue per shipment (excluding fuel surcharges) | $332.6 | Six Months Ended June 30, 2026 | — |
| Revenue per shipment (including fuel surcharges) | $412.63 | Six Months Ended June 30, 2026 | — |
| Shipments per day | 51,041 | Six Months Ended June 30, 2026 | — |
| Total average load factor | 22,290 | Six Months Ended June 30, 2026 | — |
| Yield, excluding fuel | 4.4% | Three Months Ended June 30, 2026 | — |
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| Tonnage per day - North American Less-Than-Truckload Segment | 0.1% | first quarter 2026 | — |
| Adjusted Operating Ratio non-GAAP | 84.4% | Three Months Ended December 31, 2025 | — |
| Tonnage per day | -4.5% | Three Months Ended December 31, 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Trucking — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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XPO
this stock
XPO, Inc.
|
$23.74B | +45.3% | +0.3% | 60.0 | 5.4% |
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ODFL
Old Dominion Freight Line, Inc.
|
$43.95B | +30.8% | -5.5% | 40.8 | 3.7% |
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KNX
Knight-Swift Transportation Holdings Inc.
|
$11.83B | +33.4% | +0.8% | 346.7 | 5.7% |
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TFII
TFI International Inc.
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$11.58B | +34.0% | — | — | 1.5% |
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SAIA
Saia Inc
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$9.93B | +10.0% | +0.8% | 35.9 | 4.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
Raw-price comparisons begin at the captured split on Nov 1, 2022; windows that need an earlier baseline remain unavailable.
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| XPO | -5.5% | -7.6% | -3.8% | -1.8% | +45.3% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | -5.1% | -10.5% | -15.3% | -4.7% | +32.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.